Investing $10,000 in the SPDR S&P 500 ETF (SPY) the day after the 2024 U.S. presidential election would have grown to about $12,600 by June 2026, including dividends. This gain highlights the benefits of holding a broad market index through political and geopolitical turmoil, such as the Iran conflict scare. The fund’s top holdings, heavily weighted in AI-exposed mega-cap stocks, drove much of the return, though concentration risk has increased compared to decades ago. While the investment outperformed a 4% high-yield savings account, it is not suitable for those needing short-term access to funds or seeking stable income, as volatility and drawdowns remain possible. Investors who stay disciplined may see different results in the next 18 months.
Japan's recent inflation data and the Bank of Japan's June rate hike suggest interest rates could reach 2% within a year. This would narrow the yield gap between US and Japanese government bonds, likely accelerating the unwinding of Yen-carry trades ...
The SPDR S&P 500 ETF Trust (SPY) currently yields just 0.97% after expenses, reflecting corporate shifts toward AI and buybacks over dividends and rising stock prices. Investors seeking income might consider selling covered calls on SPY, which has a ...
The Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) targets a 20% annual payout primarily through return of capital, making it attractive for retirees seeking steady income without selling shares. Unlike typical covered call ETFs, XPAY us...
The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) provides monthly income by selecting 50 high-yield, low-volatility S&P 500 stocks, mainly from utilities, staples, real estate, and financials. Its June 2026 dividend of $0.2106 per share is...
Zero-day-to-expiration (0DTE) options on ETFs such as iShares Russell 2000 (IWM), Invesco QQQ Trust (QQQ), and SPDR S&P 500 (SPY) provide opportunities for income through covered calls and cash-secured puts. IWM requires the least capital and offers ...
